Job Description
SUMMARY:
- Facilitate the process of selling assets to Point investors
- Play a key role in fund tracking and reporting
- Assist in supporting the sales team, underwriting team, and management to meet the company’s monthly funding goals and exception approval
- Help onboard new investors, expand existing relationships and work cross-functionally within the organization to improve current procedures
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Generate weekly reports (Sale Notices, Diligence Reports, Bill of Sale)
- Provide initial approvals for investor exceptions but defer to a senior team member for final approval
- Assistant in monthly reporting
- Work with senior team members to create product specs
- Complete simple data requests and simple data analysis
- Monitor investor fundings and cash balances to make sure investors fund accounts
- Understand the different eligibility criteria and operations between investors
- Assist in preparing for investor operations meetings
- Assist in QA/QC/Field Exams
- Learn the basics of underwriting/customers calls and general ops at Point
EDUCATION & EXPERIENCE:
- 1-3 years of finance or real-estate finance experience
- Outward facing experience (ie sales or investor relations)
- Experience with large data sets
SKILLS
- Excel proficiency
- General real estate or finance understanding
- Proficient data organization skills
- SQL or Snowflake experience - nice to have
COMPETENCIES
- Motivation/Self Drive
- Eager to learn
- Team Oriented
- Responsive
- Personable
ABOUT US
Our Product
“Point provides the opportunity to stabilize your financial situation without adding costly monthly payments.” - Homeowner in Burlingame, CA
Here at Point, we’re helping homeowners unlock the equity in their homes without taking on further debt. With an investment from Point, homeowners can de-leverage and diversify their wealth, freeing them up to invest in their business, renovate and maintain their home, eliminate debt, and tackle all of life’s expenses from college tuition to medical bills. Our equity investment product is an advantageous alternative for homeowners and investors alike. When partnering with Point, investors now have access to a brand new asset class - homeowner-occupied residential real estate. Point is the first fintech product that is truly aligned with consumers’ interests - when the homeowner does well, Point and its investors do well.
Our Team
People first
As a consumer fintech company, we embed integrity, transparency, and trust into everything we do at Point, including how we work. Whether you’re a homeowner, investor, employee, or candidate, it’s people who power our business. We keep the human experience top of mind.
Experts at work
We’re on a mission to help the 23 million equity-rich, but cash-constrained Americans tap into their home’s wealth. To do so, we have experience and expertise in all areas of the business, especially at the helm. Point’s leadership have previously founded TrialPay (acquired by Visa), Yub (acquired by Coupons.com), Metails (acquired by Buy.com), SiteAdvisor (acquired by McAfee), Affirm, SendGrid (acquired by Twilio), and TXN (acquired by Envestnet).
Championed by the best
In 2019, Point closed a $22M Series B led by Andreessen Horowitz (a16z), Prudential Financial, and DAG Ventures. We’ve received funding from Ribbit Capital, Greylock, SV Angel, and Bloomberg Beta as well.
PERKS AT POINT
Health Insurance
Point provides platinum-rated plans for medical (Anthem Blue Cross or Kaiser Permanente), dental (Delta Dental) and vision (The Standard). We cover 99% of employee premiums and 75% of dependent premiums.
Generous Vacation
Take time for yourself and your family when you want - Point has an unlimited vacation policy.
Continued Learning
We encourage all team members to attend events hosted by our investors, external workshops and conferences. We believe in continuous improvement and want to support employees on their professional journeys.
Family Friendly
Point will top off California PFL earnings to full salary for up to eight weeks, as well as two weeks of fully paid leave to be available after exhaustion of CA PFL. An employee can take reasonable vacation time in addition to the California PFL leave. For employees outside CA, Point will top of PFL earnings in accordance with the state applicable leave laws.
Work From Home Stipends
With employees working remotely, Point will provide employees a $50 monthly cell phone stipend and a $50 monthly internet stipend. In addition, we will reimburse up to $150 to help you purchase supplies for your home office.